Client Advisor Assistant WM UHNW - Global Resident Partners desk
Switzerland - Zürich
Business management, administration and support
Global Wealth Management
Job Reference #:
196383BR
City:
Zürich
Job Type:
Full Time
Your role:
Are you a people’s person? Do you know how to stay calm and focused under pressure?
We are looking for someone who can help us support the front office while servicing clients.
We’re looking for a client advisor assistant to:
• support client advisors in delivering exceptional client service and experience
• be the point of entry for processing client orders such as account openings and account maintenance
• assist in all administrative tasks and organizational matters in relation to client’s general inquiries and related to their investments and operational aspects
• carry out daily transaction processing, like stock exchange, subscriptions and complex troubleshooting
• support with documentation for client meetings, business trips, investment proposals and the like
• collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
• keep in contact with internal and external clients
Your team:
You’ll be working in the Global Resident Partners desk in Zürich. The GRP desk is UBS' response to an increasing trend in client mobility as a result of the various Resident non Domiciled (RnD) regimes in Europe. As client advisor assistant you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
Your expertise:
Your expertise
• banking experience (apprenticeship and/or banking traineeship) or alternatively
a bachelor’s degree in a related discipline
• experience in a similar role dealing with private clients and supporting client advisors
• excellent computer skills, ideally including UBS programs and excel,
and willingness to learn new tools and applications
• unyielding attention to detail, even when under pressure
• team player that remains calm while managing conflicting priorities
• works with absolute discretion, tactfulness and adaptability to changing demands
• excellent organization and communication skills
• fluent in English and German
About us:
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Join us:
We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.
Disclaimer / Policy Statements:
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.